“Solid W-CDMA, TD-SCDMA, and CDMA2000 rollouts in China, combined with a resurrection in North America, drove worldwide macro RAN equipment revenue to $9.9 billion in 2Q09, up 13% sequentially. Meanwhile, the GSM plunge was more pronounced and spread out across regions. As a result, stellar gains in W-CDMA and CDMA2000 deployments were not enough to pull the overall RAN market into positive growth territory,” explains Stéphane Téral, Infonetics Research’s principal analyst for mobile and FMC infrastructure.

MOBILE INFRASTRUCTURE MARKET HIGHLIGHTS

Ericsson increased its macrocell RAN equipment revenue in 2Q09 with a boost from China Unicom’s W-CDMA deployments, retaining its top market share spot

Huawei and ZTE also increased their RAN equipment revenue

Mobile packet core equipment continues to be the brightest spot of the mobile infrastructure market, driven by an unstoppable migration to IP triggered by the rise of smartphone and data card usage

W-CDMA equipment revenue grew 21% between 1Q09 and 2Q09, and is up 90% year-over-year, mainly due to China’s 3G rollouts and smartphone- and data card-driven upgrades in North America and Europe

CDMA2000 equipment revenue is up 46% in 2Q09 from 1Q09

Worldwide home location register (HLR) revenue is up 6% in 2Q09 from 1Q09

Infonetics Research (www.infonetics.com) is an international market research and consulting firm serving the communications industry since 1990. A leader in defining and tracking emerging and established technologies in all world regions, Infonetics helps clients plan, strategize, and compete more effectively.